An attractive discount, favourable macroeconomics and ESG with Vietnam Holding

The UK Investor Magazine was thrilled to be joined by Craig Martin, Chairman of Dynam Capital. Dynam Capital is the manager of the Vietnam Holding Investment Trust.Find out more on the Vietnam Holding website.We start with discussing Vietnam Holding’s participation at the inaugural Vietnam ESG Investor Conference and the progress Vietnamese companies are making across all three elements of ESG.The podcast is recorded as Vietnamese stocks trade near year-to-date highs after a recovery from last year’s sell-off.Craig provides a comprehensive update on the portfolio and details the companies bought and sold recently. Hosted on Acast. See acast.com/privacy for more information.